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UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)
Fund BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2193 Cr ₹2921 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Oct 2014 10 Aug 2023
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 24% %
Expense Ratio 2.04 1.96
Manager Ritika Behera Sachin Trivedi
ISIN Code INF194KA1UE8 INF789F1AYT7
Exits Load Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)
1 Month 2.99% 3.7%
6 Month 3.29% 5.36%
1 Year 9.38% 11.81%
3 Year 12.73% -
5 Year 13.42% -

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)
6 Month 3.58% 4.93%
1 Year 6.32% 10%
3 Year 11.84% -
5 Year 10.45% -

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)
1 Year 9.02% 18.51%
3 Year 8.54% -
5 Year 8.78% -

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 7.606% -
Sharp 0.199% -
Beta - -
Alpha - -

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Fund Managers

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)
Name Ritika Behera Sachin Trivedi
Total AUM ₹43013 Cr ₹7301 Cr
Funds Managed 19 3
BANDHAN Balanced Advantage Fund Regular Plan Growth UTI Balanced Advantage Fund - Regular (G)

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

UTI Balanced Advantage Fund - Regular (G)

Others 16.93 33.97
Large Cap 63.97 57.94
Small Cap 11.1 3.06
Mid Cap 8 5.03

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

UTI Balanced Advantage Fund - Regular (G)

Others 16.17 33.97
Communication Services 4.98 4.72
Energy 3.15 3.89
Technology 12.95 7.9
Financial Services 25.51 23.86
Basic Materials 6.1 4.18
Industrials 4.74 3.95
Consumer Cyclical 9.51 7.55
Consumer Defensive 6.86 5.41
Healthcare 7.43 2.41
Utilities 1.15 1.98
Real Estate 1.46 0.2

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